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UnitedHealth

3,110 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,303 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,250 | Existing positions reduced: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.6B
Puts
$20.7B
Net Calls
Net Calls Change

Top Buyers

1 +$2.52B
2 +$1.19B
3 +$603M
4
SG Americas Securities
SG Americas Securities
New York
+$497M
5
Bessemer Group
Bessemer Group
New Jersey
+$380M

Top Sellers

1 -$2.66B
2 -$1.3B
3 -$1.07B
4
AL
Appaloosa LP
New Jersey
-$776M
5
ClearBridge Investments
ClearBridge Investments
New York
-$702M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
2026
Acorns Advisers
California
$661K
KAM
2027
KEB Asset Management
Illinois
$660K
GWA
2028
Gratus Wealth Advisors
Virginia
$659K
FA
2029
Faithward Advisors
Pennsylvania
$659K
OC
2030
Opinicus Capital
Florida
$658K
LAM
2031
Lingohr Asset Management
Germany
$656K
CAM
2032
Creekmur Asset Management
Illinois
$654K
FBT
2033
First Bank & Trust
South Dakota
$653K
APM
2034
a16z Perennial Management
California
$652K
FNWM
2035
Financial Network Wealth Management
Utah
$652K
SIM
2036
Synergy Investment Management
Florida
$651K
TPWA
2037
Twin Peaks Wealth Advisors
California
$650K
WLIM
2038
White Lighthouse Investment Management
Massachusetts
$649K
ANC
2039
Ames National Corp
Iowa
$649K
CMTU
2040
Capital Markets Trading (UK)
United Kingdom
$647K
SPL
2041
Smart Portfolios LLC
Washington
$646K
JTWM
2042
Jackson Thornton Wealth Management
Alabama
$646K
LI
2043
LRI Investments
Florida
$645K
NRC
2044
New Republic Capital
North Carolina
$643K
API
2045
Asset Planning Inc
California
$642K
GHA
2046
Granite Harbor Advisors
Texas
$640K
LW
2047
Lauer Wealth
Indiana
$640K
CFG
2048
Copley Financial Group
California
$638K
BOS
2049
Bank of Stockton
California
$637K
BOSSRA
2050
B.O.S.S. Retirement Advisors
Utah
$636K